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Legacy Matters, P.A.
Estate Planning · Estate Administration · Long Term Care Planning · Guardianships

"Caring Solutions for your Elder Law Needs"
(561) 207-6191
LegacyMatters@outlook.com

Legacy Matters, P.A.

Practice Areas

Estate Planning
  • Wills and Trusts
  • Testamentary Documents
    • Durable Power of Attorney
    • Health Care Surrogate - Living Will
    • Preneed Guardianship Directive
Estate Administration

Financing Long Term Care
  • Medicaid Qualification
  • Veteranís Benefits
Guardianships


Attorney Diana L. Davis

(561) 207-6191

Diana L Davis Attorney

LinkedIn - Diana L Davis Attorney   The Florida Bar - Diana L Davis Attorney

Diana L. Davis, Attorney of Legacy Matters, P.A. focusing on Estate Planning, Estate Administration, Financing Long Term Care and Guardianship

I care about you and your family. It is personal experience that makes the difference with the representation by Attorney Diana Davis. Whether crafting Estate Plans to preserve assets, appearing at hearings for Estate Administration or Guardianship matters, or working with a family to figure out care options for their loved ones, Attorney Davis will work for you to find the solutions that you need.

Diana Davis has been working with clients to find legal solutions for nearly thirty years. It was caring for her mother who was diagnosed with early onset Alzheimerís disease that set Attorney Davis on the path of elder law with the realization that there was so much unmet need for families that are caring for loved ones, or who are going through a transition after losing one that they love.

Attorney Davisí family has been impacted dramatically by her motherís Alzheimerís disease. With compassion and empathy, Attorney Davis understands the caregiverís burden and blessings, and can review options for you and your loved ones.

Call Legacy Matters, P.A. (561) 207-6191 to schedule a free twenty-minute phone consultation or Zoom meeting with Attorney Davis to determine if Legacy Matters, P.A. can provide you assistance for your legal needs.

The Florida Bar Elder Law Section   National Academy of Elder Law Attorneys

Estate Planning

For Estate Planning, it is important that the correct testamentary documents are in place. Legacy Matters, P.A. can work with you and your estate goals to create your Last Will and Testament, create your Trust, and give detailed instructions for the administration of your Estate to preserve assets for your loved ones. We will create a Durable Power of Attorney, Health Care Surrogate Documents, and Pre-Need Guardianship Directives. Legacy Matters, P.A. can set up a special needs Trusts and provide guidance for Trustee administration. Estate Planning is important to reduce taxes, minimize creditor liability, minimize probate costs and other legal fees or legal impediments to your estate gifting plan, and to give you peace of mind that your legacy is secured for all tomorrows.

Estate Administration

For Probate or Estate Administration, depending on the testamentary documents or lack thereof, and the type of assets and liabilities of the deceased, there are various options for retitling assets into the name of the beneficiaries or heirs. Whether Summary Administration of the Estate or a Full Administration of the Estate, Legacy Matters, P.A. can work with the family so that the administration process is uncomplicated and efficient at a cost that works for you.

Financing Long Term Care Ė Medicaid & VA Benefits

For Long Term Care needs, it is important to you and your primary caregivers that assurances are in place for you and your family that you will have the care needed, while preserving assets. Whether you are planning for future events expected to occur in the next decade or whether you are experiencing a catastrophic life event requiring immediate action, Legacy Matters, P.A. can help with determining what options exist and can put a plan together to implement the best options available.

Long Term Care financing can be devastating burden on families. You may be eligible for public benefits to help with the costs of care in your home or in a facility. We can review with you Supplemental Security Income Benefits, Medicaid, and Veteranís Benefits. We can put into place the documentation needed to help you reach your goals.

Guardianship

What do you do if a loved one becomes incapacitated and can no longer care for themselves?

The State of Florida has a system of determining incapacity for individuals that is triggered by a petition for incapacity, and petition for guardianship. It is a court-controlled process that is expensive involving attorneys for both the guardian and for the alleged incapacitated person for court hearings and court filings, court filing fees, and annual accounting reports, and annual guardianship reports. Even if the family is in agreement with having a guardian named for their loved one, the Judge may appoint a professional guardian who will have their own attorney for your loved one. The alleged incapacitated person may have some or all of their rights taken away, and it is the alleged incapacitated person who pays for all the costs involved, which can be a tremendous burden quickly.

Ideally, through pre-need planning, and drafting of testamentary documents, yourself or your loved one will have a well drafted Durable Power of Attorney and Health Care Surrogate documents that vest authority in a fiduciary to : contract, to sue and defend lawsuits, to apply for government benefits, to manage property or to make any gift or disposition of property, to determine residence, to consent to medical or mental health treatment, and to make decisions about his or her social environment or other social aspects of his or her life, so that a guardian appointed through the courts is not needed.

Legacy Matters, P.A. represents guardians in their care and oversight of the alleged incapacitated person, who once determined to be incapacitated is named the Ward. Legacy Matters, P.A. also represents clients who believe that their loved one should not be under guardianship and who have avoided a court-imposed guardianship based on their testamentary documents.